Add a New Company to the Directory from the Tendering Tool

Objective

To add companies and contacts to the Company level Directory in order to invite them to tender.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Project level Directory tool.
    OR
  • 'Read Only' level permissions or higher on the Project level Directory with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. See Grant Granular Permissions in a Project Permission Template.
• Additional Information:
  • Adding a company and contact through this process will only add them to the Company level Directory, not the Project level Directory.
  • Adding a contact through this process will not automatically send an invitation to bid email. The email will be sent when the invitation to bid email is sent. See Add Bidders to a Bid Form and Invite Bidders.

Prerequisites

• Create a Tender Form

Steps

1. Navigate to the project's Tendering tool.
2. Open the tender package.
3. Across from the bid form that you want to add a contact to, click the plus  icon and select Directory. 
   
   Tip!  You can access the same option by clicking Add Bidders on the 'Bidders' tab of a bid form. See Add Bidders to a Bid Form.
4. At the top of the page, click Add Company.
5. In the side panel, enter any necessary information.
   Note: Required fields are indicated by an asterisk (*).
   • General Information
     • Company Name*: Enter the full legal business name for the company.
     • Phone Number: Enter the company's primary telephone number.
     • Fax Number: Enter the company's primary facsimile number.
     • Office Address: Enter the business address (e.g. number and street name) for the company.
     • City: Enter the full city name (e.g. Santa Barbara) for the company's address
       Note: Always spell out the full city name and do NOT enter abbreviations. 
     • Country: Select the country name associated with the company's address from the drop-down list. 
     • State: Select the state associated with the company's address from the drop-down list. 
     • postcode: Enter the postcode associated with the company's address.
   • Add Contact
     • First Name: Enter the contact's first name.
     • Last Name: Enter the contact's last name.
     • Email Address: Enter the new user's email address. This will be the email that the contact uses to log in to Procore.
     • Permission Templates: Select a permission template from the drop-down menu, or click Apply Permission Template Later. To learn about permission templates, see Manage Project Permissions Templates.
   • Tendering Information
     • Trades: Select one or more trades from the drop-down menu. If you need to add a new trade, see Add a Custom Trade.
     • Cost Codes: Select the cost codes that apply to this company. 
   • Business Certifications:
     • Click the toggle ON for any certifications that apply to the company
6. When you are ready to add the company to your Directory, click Save.
   Note: The company will also be added to the 'Selected Companies' list.

See Also

• View and Manage Tenderers on a Tender Form
• Add a New Contact to the Directory from the Tendering Tool
• Add Tenderers to a Tender Form